TheLiveBigWay® Digest: Clarity and Connection

530A Accounts are officially open for business, and there’s still plenty worth exploring. In the latest installment of our Seeds of Savings series, we share the latest on guidance on investment options, California tax rules, and whether one is right for your child. We’re also revisiting the “unknowns” from Part 1, sharing which questions now have answers and which are still up in the air.

Ask Us Anything, our space for answering the questions on your mind, returns in this edition of the Digest. This time, Yusuf takes on a question about borrowing from a 401(k), covering when it can make sense, the costs that aren’t always obvious upfront, and what happens if a loan goes unpaid. It’s the kind of question that comes up in real planning conversations, and we thought it was worth sharing more broadly. Read Yusuf’s full answer here.

“Best of” lists are everywhere, but not all of them are built the same way. Within the financial services industry, some come from a genuine, informed review of how a firm treats its Clients, while others simply reflect numbers that say nothing about care or character. In this piece, we highlight the differences between various lists and rankings and share what actually matters when you’re considering the “winners.”

It’s not a book about investments, tax planning, or retirement projections, yet it’s one of the most influential reads on our team’s shelf. In this book club reflection, we share how the communication framework in Honest, Direct, Respectful has shaped the way YeskeBuie approaches planning conversations for over a decade, and why we believe good communication is just as essential to good planning as the numbers themselves.

As autumn approaches, we’ve got you on our minds. Learn something new or brush up on your cybersecurity knowledge, explore the effect midterms might have on the market, and celebrate the upcoming holiday season with YeskeBuie. Here are all the dates you’ll want to add to your calendar: